Iress trader, presented by: Contents Today: Introduction - - PowerPoint PPT Presentation

Iress trader, presented by:

Contents

Today:

• Introduction
• Navigation
• Basics, Features
• Look & feel

*will email this presentation and tutorial

Next:

• Live lunchtime session, placing trades
• Technical analysis using Iress

Background

• International platform
• Now available locally

Platforms

• Iress Pro ~ like Hermes, R3k pm
• Iress Trader* ~ web browser, Java
• Iress Investor ~ non‐Java, on your phone

Samsung galaxy, Blackberry, ipad, iphone

Apple:

• App available [for iphone and ipad from istore]
• View only [switch on trading with better internet]

What to trade

• Equities
• SSF [ie SHP]
• ETF [ie Satrix40]
• CFD’s [ie SHP CFD]
• Index futures [ie ALSI]
• Currency futures [ie ZAUS]
• [and more]

Real‐time

Log in

• Direct: https://web.iress.co.za/secure/form.asp
• Or navigate from www.iress.co.za
• Or create a desktop icon
• Dummy account details available
• Java 6 update 31:

http://www.oracle.com/technetwork/java/javase/downloads/ jre‐6u31‐download‐1501637.html

Change your password

• Protect yourself
• One session at a time

USER >> Configure font

Navigate

• Right click
• Click and drag [ie columns, +Reset]
• Multiple select by holding down CTRL
• Play around, use dummy acc

Tabs [Windows >> New Workspace]

• Also called a workspace
• Organise your info, ie

– Watchlist – Trades – Charts – Portfolio – Share info

Left hand window pane

• Quote [SHP,USDZAR,ZAUS‐JUN12,ALSI‐JUN12]

– Clipboard: Export [to Excel]

• Mkt activity [%,,vol,val]
• User watchlist
• System watchlist
• Margin

Watchlist

• Create new and save
• System defaults ie T40, IND, FIN, RESC
• Or use existing and delete
• Import/export, CTRL+C | CTRL+V

Search

• By security, sector, market, futures etc

International markets watch

Ticker

• PRICING >> Quote ticker
• Right‐click to choose watchlist
• Add more than one
• Ie local & international
• Get rid of: Right‐click & CLOSE

ANALYTICS >> Market Activity

• VV colour guard type info intraday

Broadcast

• Within a tab [“news”=SENS & “reports”=share specific]

ORDERS >> Custom keys

• Ie BUY and SELL – F4+F5

– Generic, leave out security code – Or specific ie CTRL+A = buy Anglos

ANALYTICS >> Alerts

• Onscreen or to email [iphone/blackberry]
• Price alerts [ie if AGL trades below R250]
• News alerts [ie company “earnings”]
• Configure/add:

Charting

• View: candles, bar, line, OHLC
• Timeframes: from tick to annual
• Save: browser/computer specific
• Basic indicators
• Multiple charts
• Intraday charts, live
• Overlay charts, pairs

Fundamentals

• Under security info
• Basic info mkt cap, EPS, DPS, PE etc ratios
• Dividend info
• Adjustments
• Reports [SENS]
• Price history

Other resources

• Economic calendar:

http://www.forexfactory.com/

Next up

• Live intraday session with Iress Trader
• Technical analysis with Iress Trader

Contact us

• Nico Coetzee
• Head of Structured Products
• Courtney Capital Management Pty Ltd
• Derivatives member of the JSE
• Authorised Financial Services Provider # 43057
• Telephone 011.784.2112 or 2113
• Fax number 086.5252.405
• nicoc@courtneycap.co.za
• www.courtneycapital.co.za